n8n build
Solar Sales Automation System
- n8n
- GPT-4o mini
- Tally
- Pipedrive
- Google Docs
- Google Sheets
- Gmail
- Stripe
- Slack
- Webhooks
The client’s problem
Each lead took 1 to 3 hours of manual review and CRM entry, every proposal was built from scratch, and duplicate leads were checked by hand.
What I built
Built an end-to-end solar sales automation system that handles lead intake, AI qualification, proposal generation, payment processing, follow-ups, and CRM updates automatically. The workflow was designed to reduce repetitive sales admin work and streamline the entire lead-to-deal pipeline.
The outcome
Created a scalable AI-assisted solar sales system that automated lead qualification, proposal delivery, payment tracking, and onboarding workflows while reducing repetitive manual handling across the sales pipeline.
Before and after
Lead qualification & CRM processing
Manual review & entry (1-3 hrs)
Under 2 minutes automated
Proposal generation workflow
Built manually from scratch
Auto-generated & sent instantly
Duplicate lead handling
Manual checking
Automated validation & deduplication
How it works
Path 1
- 1. New lead
- AI qualification
- Pipedrive deal
Path 2
- 2. Proposal in Google Docs
- PDF sent by Gmail
Path 3
- 3. Proposal confirmed
- Stripe payment link
Path 4
- 4. Stripe payment
- Deal won
Path 5
- 5. Follow-up check
- Follow-up email
Path 6
- 6. Package change or revision
- Revised proposal
Your Business Needs Better Systems, Not More Manual Work.
Let’s map the system your business needs.
Prefer a call? Book a 30-minute call.